See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,093 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,940 | $67,606-46.8% | $82,313-56.3% | $70,131-48.8% |
| Participation rate | 85.9% | 72.8%+13.1pp | 76.9%+9.0pp | 69.5%+16.4pp |
| Annual return | 16.41% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $548 | $1,755-68.8% | $2,428-77.4% | $2,342-76.6% |
| Participant deferral / active EE | $1,909 | $2,987-36.1% | $3,706-48.5% | $3,332-42.7% |
| Admin fee / account holder | $51 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |